Skip to main content

Table of Contents

Reusing forms

Applicable to Theme UI-Kit applications

You can reduce development time and maintain consistent layouts between sets of fields in your case type by embedding forms in other forms. For example, you can prompt users to review their employment history by embedding their Work History form in a Confirmation form.

  1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.

  2. On the Workflow tab, click Life cycle.

  3. In the Case life cycle section, click an assignment or an approval step.

  4. In the Step properties panel, click Configure view.

  5. In the dialog window, click Views.

  6. Click Add view next to the view that you want to reuse.

  7. Optional:

    To view or edit the form that you want to reuse, click Open.

  8. In the Options list, choose an edit mode for the reused form:

    • To maintain the individual setting for each field on the form, select Auto.

      Fields can be read-only, required, or optional.

    • To display all the fields as read only, select Read-only.
  9. Click Submit.

Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us